KHC
Koesten Hirschmann & Crabtree’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Hold |
58,449
| – | – | 0.85% | 13 |
|
|
2025
Q1 | $1.53M | Hold |
58,449
| – | – | 0.88% | 13 |
|
|
2024
Q4 | $1.62M | Buy |
58,449
+38,966
| +200% | +$1.08M | 0.93% | 13 |
|
|
2024
Q3 | $1.62M | Sell |
19,483
-165
| -0.8% | -$13.7K | 0.94% | 13 |
|
|
2024
Q2 | $1.6M | Hold |
19,648
| – | – | 1.03% | 13 |
|
|
2024
Q1 | $1.6M | Hold |
19,648
| – | – | 1.03% | 13 |
|
|
2023
Q4 | $1.48M | Hold |
19,648
| – | – | 1.03% | 13 |
|
|
2023
Q3 | $1.33M | Hold |
19,648
| – | – | 1.04% | 13 |
|
|
2023
Q2 | $1.4M | Sell |
19,648
-217
| -1% | -$15.4K | 1.06% | 13 |
|
|
2023
Q1 | $1.35M | Hold |
19,865
| – | – | 1.04% | 13 |
|
|
2022
Q4 | $1.3M | Buy |
+19,865
| New | +$1.3M | 1.07% | 13 |
|